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Fiduciary Compliance Specialist

NPAworldwide Recruitment Network

Last Updated: 9/28/22

Job Description

Job description:

Well-established UHNW private trust company in Memphis, Tennessee seeks candidate with strong technical background to act as subject matter expert for all regulatory compliance and trust and estate matters.

  • Act as main point of contact on trust and fiduciary issues for Memphis office
  • Review trust documents, point out issues, provide guidance to client teams in dealing with fiduciary matters including discretionary distributions, fiduciary taxation and compliance
  • Liaise with Wealth Strategists to provide clients with comprehensive holistic wealth management
  • Work with clients and team members on all areas of trust administration
  • 4+ years experience required; Advanced degree/certifications a plus

Why is This a Great Opportunity:
  • This role offers a solid base salary in addition to profit and performance-based bonuses.The firm offers strong growth potential with a track record of internal promotions

~ Relocation assistance available ~

Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...